I am trying to make a report in which I need to show data based on Width groups. Below is an example of data & the required output. I'm unable to make a group which can give this required output. If someone can help please.
The easiest way to accomplish your grouping needs for this data set would be to create a new Formula Field that evaluates the values of the Width data field for each record to determine which group the record belongs within, then do the grouping on this new formula field.
You formula field will look like this.
Select {WIDTH}
Case 400 to 600 :
"G1"
Case 601 to 849:
"G2"
Case 850 to 1049:
"G3"
Default :
"Default text or error message text goes here"
You will likely need to adjust the integer values I'm used in the Case statements to evaluate the WIDTH field. The text that goes into the Default case is up to you. In fact, if it works logically with your needs, you could eliminate the Default case entirely, as it is not required. However, it is good practice to ensure the Switch statement always returns a value, even if that value is text to indicate that something unexpected occurred. This allows your users to easily recognize a bit of a data that may be out of range for the grouping of the report so the report can be modified or the data can be corrected, whichever is the most appropriate action.
The other 3 columns in your required output appear to just be counting the number of records within each group that have a diameter within a range. To get this output you can use Running Total Fields with a Type of summary of Count and then use the range of values in the Evaluate section. The Reset section will be set to On change of group evaluating the group created by the formula field above. You will want to put a sort order on the diameter field though.
Related
am trying to get Previous Sum(of someField) based on a variable value which is an Id.
This is not a table, Im doing a KPI
On Qlik you would do something like:
SUM({<Id={"$(=Max(vVariable),-1))"}>} someField)
But I can not achieve it on Tableau, off course is due to my lack of knowledge, unfortunatelly time is tinking at work and wanted to see if anyone has any input!
Thanks
Assuming you may use a sample input like the Superstore (using sales as metric), this could be what you're looking for:
In red you can see your "variable" which allows you to select a value and in blue you'll find the unique row for the previous value (Order ID sorted).
The first thing you need to to do is creating a parameter based on all the Order ID values:
Then things start to get a bit complicated if you're not familiar with LOD (Level of details) and the order of execution in Tableau, especially for filters.
Assuming that you can get some information on your own (otherwise, feel free to ask), the first thing you nee to to do is to "pre-calculate" the equivalent of a table having a rowe for each Order ID, in which you also have the previous Order ID value.
You can achive this combining Fixed (LOD) and Lookup function, creating this Calculated Field "Lookup Order ID":
LOOKUP( max({ FIXED [Order ID] : MAX([Order ID])}),1)
This is actually just a calculated field that you want to "fix" because you need the filter to act after you have made that previous calculus, and then you shift your data by 1 row backward.
Once you've done that, you just nee to create another calculated field in order to test your parametric value, and it could be something like this "check param":
[Lookup Order ID] = [Order ID param]
Moving this calculated field in the filter section and selecting just "true" values, you'll get that unique rows like in the initial image, showing the previous value (blue) related to the one you select in the parameter drop-down menu (red).
Looking for some advice related to data grouping and printing in Crystal Reports.
I'm working with an order confirmation form. Ideally I would create separate report pages based on a specific field value change for the 'warehouse' field. So, if any given line on an order comes from warehouse A, it prints together. Then we'd get a page break, and we'd see the form repeat for any lines coming from warehouse B.
I've inserted a new group for "warehouse" and configured the group as 'New Page Before.' But when I attempt to print I'm getting an error related to "There must be a group that matches this field". So there must be some pre-existing grouping that I'm not considering. I'm hopeful I can figure this out.
I am interested to get thoughts on overall design, and if the grouping approach I am trying to take is even the correct one.
Somewhere in your report you probably have a formula such as:
Sum({some_value}, {some_field})
where the {some_field} used to be -- but is no longer -- grouped upon.
Fix that expression to set the desired aggregation level (the 2nd argument) to a field you are actually grouping on.
I need to create a field to put on group footer #1 that shows the latest price by customer type. The grouping is item_ID (see below). So for example if there were transactions over time with varying prices to Factories and to Retail stores, it would only show the price for the last time that item was sold for a factory(I have a separate field for retail stores). I have tried a few things but nothing is working. For example:
On the detail level:
if {TRANSACTIONS.TRANDATE} = Maximum ({#FactoryTranDate}, {TRANSACTION_LINES.ITEM_ID}) then
{TRANSACTIONS_LINES.PRICE}
FactoryTranDate is basically: if customer type = factory then trandate. Then I created a max of this on group footer #1.
This appears correctly on the transaction line but if the last transaction for that item wasn't to a factory, it will be 0 on the summary line. I tried to do a Max of that detail level field but it doesn't come up for my summary fields, I am assuming cause it gets confused upon doing a summary of a summary?
Sounds like the problem you are running into is the column of data you are trying to print in the footer has multiple rows and you can't predict where the value you want might be within those rows. So by the time you get to the footer, it only has the value held by the last row that printed.
To get around this you would want to use a few formula fields to create variables that can be used to store the value you want from the correct row when it is printed.
I would plan to use 3 formula fields. One to initialize your variable and set it to a default value of zero. Place this formula field in the header that corresponds to your footer and this will ensure the variable exists and is reset to a default value for each grouped value in this header. The formula will look something like this:
WhilePrintingRecords;
Shared NumberVar price:=0.00;
The second formula will declare the same variable again, and it will also include some logic to know when to set the value of the variable. This formula field should be placed within the section that prints the detail records for the grouping. The formula would look something like this:
WhilePrintingRecords;
If <condition to evaluate> Then
Shared NumberVar price:={TRANSACTIONS_LINES.PRICE}
I'm not entirely sure what condition you will want to evaluate here though based on the information you've provided, but I suspect it will be along the lines of if customer type = factory. However, it should be a condition that is only true when you want to capture the price of the detail record within the grouping. If you have multiple cases where it might be true, then you will want to sort them in such a way that the one you wish to capture is printed last within the group. Since you stated that it should be the last factory price, then I would sort by Transaction Date and the variable will change its value with each record that has a true condition and will only keep the price from the one with the latest Transaction Date.
The third formula field is simply for printing the value of your variable in the footer. This field will be placed in the footer section and will display the value of the variable on your report. The formula for this field will look something like this:
WhilePrintingRecords;
Shared NumberVar price;
The formula fields used in the header and details sections can be suppressed if you don't want them to print on your report, but I would recommend waiting until you have the final value printed in the footer verified before suppressing them. This will allow you to see how the value of your variable changes as the report is generated if you are not familiar already with using variable in this manner. You may also want to read up on the scope of variables in crystal reports if this is a new topic for you. My suggestions here all use the SHARED scope, but there are also LOCAL and GLOBAL scopes. GLOBAL might work better in your case, but I tend to favor SHARED in examples such as these because they have the most broad scope. LOCAL definitely will not work for you here though.
My end goal is to have a box change color when the last 3 records input into a field (based on the time of input) in FileMaker achieve a certain criteria (ex. variance < 2). I would like to know how to make this happen, or how a calculation/script can be written to only look at the last 3 records.
There are several ways you could approach this. A simple one would be to use a script to:
Show all records in the given table;
Unsort them (assuming they were entered in chronological order; otherwise sort them by creation timestamp);
Omit all records except the last three;
Get the value of a summary field defined as Standard Deviation of your value field;
Set a global variable/field to the square of the returned value.
Then use the global variable/field to conditionally format your "box".
If you don't want to use a script, you will have to define a relationship in order to get the last three values in the table, regardless of the current found set and/or sort order. Or you may use the ExecuteSQL() function for this.
I'm trying to have a chart be blank rather than showing results if the size of the data that populates the chart is too small. I have a variable ID in which each case has a unique value. In a case where I don't want any data to show if there are less than 10 cases, I figured I'd need to set up a calculated field that would do something like the following:
IF COUNTD([ID]) < 10 THEN ....
But I can't figure out what command to call so that it shows no data. Would anyone have a pointer?
You can create a calculated filed with calculation "COUNTD([ID])<10" .It would be a Boolean filter.Now drag and drop the calculation to the filter shelf and set it to either "TRUE" or "Exclude False".